HOLISTIK

Your legal and tax services partner

Holistik is dedicated to driving positive change for better business and family goals, focusing on sustainability as a value-driver in growth, brand, strategy, and people.

Trang Fernandez-Leenknecht
Partner and co-founder

Your legal and tax services partner

A holistic approach avoids counter-productive effects of separate actions  

Your legal and tax services partner

Consulting with perspectives turns a situation into options


HOLISTIK

Your legal and tax services partner

“Holistik is dedicated to driving positive change for better business and family goals, focusing on sustainability as a value-driver in growth, brand, strategy, and people.”

Trang Fernandez-Leenknecht
Partner and co-founder

Your legal and tax services partner

A holistic approach avoids counter-productive effects of separate actions

 

 

Your legal and tax services partner

Consulting with perspectives turns a situation into options


ABOUT US

Responsible stewardship

Holistik is an agile and forward-thinking financial planning consulting firm, with Swiss and international tax and law expertise. A sustainable and innovative approach is our DNA.

Thanks to rich career paths in Switzerland and abroad, we bring together sound industry knowledge and practical experience built up in reputable law firms and global companies. We are entrepreneurs specialised as lawyer, notary, tax specialist, pension and insurance specialist, wealth planner.

Our role is to know the opportunities, measure risk and manage uncertainty. We believe in personal commitment and tailored service for specific client needs. That’s how we support you to shape your financial future and bring success in the long term.

Members of the International Fiscal Association and ExpertSuisse. Holistik regularly contributes to authoritative publications and as experts in specialist events.

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We take the first steps with you
up to the whole staircase

SERVICES

Innovative perspectives for a holistic impact

A comprehensive, in-depth review of your global financial picture includes the emotional aspects of responsible stewardship for you and your family. Life is a journey; our services exist to help and guide through all scenarios.

Holistik provides legal and tax support, manage personal and business risks, consider clients’ concerns from different perspectives, and find innovative solutions to achieve your goals and protect your family.

Holistik’s planning can also lead and coordinate your advisory teams, or liaise with trusted specialists (e.g. accountants, attorneys, brokers, bankers) to ensure seamless execution of your plans.

Service is not about a title or a designation. It’s about impact, influence and inspiration. Impact involves getting results, influence is about sharing the passion we have for our work and inspiring our customers by consulting with innovative perspectives for a holistic financial impact.

Cross-jurisdictional wealth planning

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“Our holistic approach merges suitability, risk management and performance into sustainable solutions:

 

  • Swiss and international asset protection and wealth transfer
  • Tax and legal services
  • Life insurance and company solutions
  • Retirement and succession planning
  • Financial plans and projections with various scenarios
  • Domestic and cross-border relocation
  • Pension structuring for private clients and companies

Relocation

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Domestic and cross-border relocation for every member of the Family. We

 

  • Help define the taxation regimes (lump sum or ordinary)
  • Carry out the permits and formalities with the Swiss authorities
  • Coordinate with the experts from your home country
  • Organise world class schooling for your children
  • Support the selection of optimal domicile
  • Connect you with reliable property and financing professionals
  • Register for mandatory and private insurance
  • Take care of tax return services and renewal of permits
  • Assist with conciergerie and personal administration
  • Serve as the one contact point for your requests.

Pension

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For private clients and companies: mandatory and extra-mandatory pension schemes, collective or autonomous entities (base, Bel Etage, 1e, vested benefits, 3A/3B), Swiss and international life insurance solutions.

We

 

  • Manage regulatory and tax aspects
  • Carry out comparisons between providers
  • Optimise schemes to meet your needs and reduce costs
  • Help make pension an incentive to attract talents
  • Assist with implementation
  • Train and coach your personnel
  • Connect you with the professional that meets your requirements.

International relocation:

  • Can I consolidate and repatriate my pension savings?

Sustainable investing:

  • Can I have my say on how these must be invested?

Sustainability & Blockchain

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Holistik helps you make decisions about solutions in sustainability and overcome apparent legal, tax and regulatory barriers.

 

In particular, regarding pension matters, Employees and Executives as well as Employers often face what seems insurmountable with questions such as:

  • How are my savings invested?
  • Can I decide for my capital?
  • Can I select the investments?

 

Risks of sustainable washing?

What are the responsible, sustainable, impact investing?

And philanthropy?

Read More

For private clients and companies: mandatory and extra-mandatory pension schemes, collective or autonomous entities (base, Bel Etage, 1e, vested benefits, 3A/3B), Swiss and international life insurance solutions.

We

 

  • Manage regulatory and tax aspects
  • Carry out comparisons between providers
  • Optimise schemes to meet your needs and reduce costs
  • Help make pension an incentive to attract talents
  • Assist with implementation
  • Train and coach your personnel
  • Connect you with the professional that meets your requirements.

International relocation:

  • Can I consolidate and repatriate my pension savings?

Sustainable investing:

  • Can I have my say on how these must be invested?
Read More

Our holistic approach merges suitability, risk management and performance into sustainable solutions:

  • Swiss and international asset protection and wealth transfer
  • Tax and legal services
  • Life insurance and company solutions
  • Retirement and succession planning
  • Financial plans and projections with various scenarios
  • Domestic and cross-border relocation
  • Pension structuring for private clients and companies
Read More

Domestic and cross-border relocation for every member of the Family. We

 

  • Help define the taxation regimes (lump sum or ordinary)
  • Carry out the permits and formalities with the Swiss authorities
  • Coordinate with the experts from your home country
  • Organise world class schooling for your children
  • Support the selection of optimal domicile
  • Connect you with reliable property and financing professionals
  • Register for mandatory and private insurance
  • Take care of tax return services and renewal of permits
  • Assist with conciergerie and personal administration
  • Serve as the one contact point for your requests.
Read More

For private clients and companies: mandatory and extra-mandatory pension schemes, collective or autonomous entities (base, Bel Etage, 1e, vested benefits, 3A/3B), Swiss and international life insurance solutions.

We

 

  • Manage regulatory and tax aspects
  • Carry out comparisons between providers
  • Optimise schemes to meet your needs and reduce costs
  • Help make pension an incentive to attract talents
  • Assist with implementation
  • Train and coach your personnel
  • Connect you with the professional that meets your requirements.

International relocation:

  • Can I consolidate and repatriate my pension savings?

Sustainable investing:

  • Can I have my say on how these must be invested?
Read More

Holistik helps you make decisions about solutions in sustainability and overcome apparent legal, tax and regulatory barriers.

 

In particular, regarding pension matters, Employees and Executives as well as Employers often face what seems insurmountable with questions such as:

  • How are my savings invested?
  • Can I decide for my capital?
  • Can I select the investments?

 

Risks of sustainable washing?

What are the responsible, sustainable, impact investing?

And philanthropy?

Latest News


  • "Common Reporting Standard: the Blockchain-based assets case", International tax and regulation on virtual assets in an era of financial information transparency, University of Lausanne, November 2019.
  • 5th International Annual Conference on Smart Finance @ the United Nations. Holistik co-chaired the Conferences "Smart Finance & Crypto Economy" and "Impact Investing, Donation & Philanthropy", December 2020.
  • Holistik assists a tech entrepreneur – one of the fastest-growing entrepreneurs in the world currently – on their immigration to Switzerland.
  • “Automatic exchange of financial information in tax matters: and the crypto-assets?” Swiss Institute of Fight against Economic Crime, October 2019.
  • Holistik shows how to “Making use of finance to change the world”, Canton of Geneva and Swiss Sustainable Finance, October 2019.
  • Holistik advises an investor on sustainable investing for the pension assets.
  • Holistik analyzes several jurisdictions for a transfer of domicile for a family holding several citizenships and assets on three continents.
  • Holistik provides an international design business – present in Middle East, Pacific and Europe – advisory services across a broad range of legal and consulting areas such as to expand into the Swiss market.
  • "Impact Investing and European Wealth Managers", The Global Handbook of Impact Investing: Solving Global Problems Via Smarter Capital Markets Towards A More Sustainable Society, Wiley & Sons, December 2020.
  • Holistik advises a Swiss entrepreneur and foreign executive couple on a holistic patrimonial strategy, including company solutions, asset protection, and family inheritance matters.
  • Holistik assists an international family with business in tech and assets across multiple jurisdictions in their move to Switzerland.
  • Holistik assists a Swiss-based investor in the acquisition of foreign moveable and immovable assets.
  • Holistik articulates the options available in the cross-border consolidation of assets for a mobile investor.
  • Holistik advises on financial and tax strategy for a Swiss lawyer, including the planning for early retirement and the management of real estate properties.
  • Holistik assesses the qualification and tax liability of various international structures for an executive family and provides the clients with several options.

Latest News

  • “Common Reporting Standard: the Blockchain-based assets case”, University of Lausanne, November 2019
  • Holistik holds a conference “From Responsible to sustainable to impact investing”, The United Nations, 4th Annual International Conference on CrowdFunding and Smart Finance, December 2019.
  • Holistik supports a renowned event organizer in international immigration laws.
  • “Automatic exchange of financial information in tax matters: and the crypto-assets?” Swiss Institute of Fight against Economic Crime, October 2019 (in French)
  • Holistik shows how to “Making use of finance to change the world”, Canton of Geneva and Swiss Sustainable Finance, October 2019.
  • Holistik advises an investor in sustainability for the pension assets.
  • “Sustainable financial planning 2.0”, Point de Mire, La Tribune Indépendante des Entrepreneurs de la Finance, Occupational Benefits, No. 68, Spring 2017 (in French)
  • Holistik sets up a Swiss company of an international Group for an integrated entity.
  • Pension solutions, Journal of Credit Suisse Private Banking, June 2012 (in French)
  • Holistic financial advice of a Swiss and foreign nationals couple, including company tax, asset protection, and family inheritance matters.
  • Holistik assists an entrepreneur in his international relocation including tax, legal and family aspects.
  • Holistik assists an investor in the acquisition of foreign moveable and immovable assets.
  • Holistik supports an entrepreneur in the restructuring of the company – including governmental measures during COVID19.
  • Holistic advice and financial plan for a Swiss lawyer, including cash flows projections and planning for early retirement and management of real estate properties.
  • Holistik compares client preferred international locations for a cross-border relocation.

OUR TEAM

trust is earned, always

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Trang FERNANDEZ- LEENKNECHT

Geneva & Zurich
MLaw, LL.M International Taxation
Swiss fed. Dipl. Financial Planning
Impact Investing (Oxford university)
Alternative Investments (CAIA)
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Trang advises and represents private clients and companies in Swiss and international financial planning matters including relocation, life insurance and company solutions, asset protection and wealth transfer.

She has extensive experience in pension structuring for private and corporate clients, succession and retirement planning.

Trang regularly assists her clients in matters related to tax and regulation on blockchain technology as well as sustainable finance.

Trang is the Co-Chair of the Annual International Conference on Smart Finance for Peace and Sustainable Development, Geneva Forum @ the United Nations, and a judge and a mentor at a global accelerator based in Boston (USA) for high-impact startups.

 

Her previous roles include Director Wealth and Pension Planning Switzerland in a leading private bank, Vice-Chair of the Board and member of the Investment Committee of a US$ 1 billion pension fund, as well as Project-holder in one of the now world’s largest providers in solutions for secure digital data.

Trang’s LL.M thesis tackles the international tax and regulation of blockchain-based assets (“crypto”) in the era of information transparency.

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Fredy EGGENSCHWILER

Basel
PhD, LL.M Property Law
attorney-at-law, notary.
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Fredy has a broad experience in Swiss and international relocation services including tax return services and consulting, legal advice, succession planning and executorship. He also serves mandates in foundations and boards.

 

Fredy Eggenschwiler and Holistik – wealth planning cooperate in various client files thanks to their complementary skills and maintain their independence.

Read More

Trang advises and represents private clients and companies in Swiss and international financial planning matters including relocation, life insurance and company solutions, asset protection and wealth transfer.

She has extensive experience in pension structuring for private and corporate clients, succession and retirement planning.

Trang regularly assists her clients in matters related to tax and regulation on blockchain technology as well as sustainable finance.

 

Trang is the Co-Chair of the Annual International Conference on Smart Finance for Peace and Sustainable Development, Geneva Forum @ the United Nations, and a judge and a mentor at a global accelerator based in Boston (USA) for high-impact startups.

Her previous roles include Director Wealth and Pension Planning Switzerland in a leading private bank, Vice-Chair of the Board and member of the Investment Committee of a US$ 1 billion pension fund, as well as Project-holder in one of the now world’s largest providers in solutions for secure digital data.

Trang’s LL.M thesis tackles the international tax and regulation of blockchain-based assets (“crypto”) in the era of information transparency.

Read More

Fredy has a broad experience in Swiss and international relocation services including tax return services and consulting, legal advice, succession planning and executorship. He also serves mandates in foundations and boards.

 

Fredy Eggenschwiler and Holistik – wealth planning cooperate in various client files thanks to their complementary skills and maintain their independence.

Ollivier Pierre_Legal 2021

Pierre OLLIVIER

Geneva & Paris
Attorney-at-law
Intellectual Property Technology
Gouvernance & Compliance
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Pierre worked in law firms in Paris and held various roles with increasing responsibilities as in-house legal counsel in international companies, including General Counsel of the STMicroelectronics NV group. Since 2015, Pierre has represented his clients with his own law firm Dixys Avocats.

Dixys Avocats and Holistik – wealth planning cooperate in various client files thanks to their complementary skills and maintain their independence.

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BLOCKCHAIN

Geneva
M.A, Cert. Financial Securities
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Our specialist has an in-depth knowledge in international trade and finance, blockchain technology and digital asset management. With experience spanning 3 continents, he has worked with governments, international oganisations, trading companies, and charity association. His current work explores the role of blockchain technology in optimising international trade procedures particularly in developing countries.

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TRANSFER PRICING

Lausanne
MS Economics, LL.M International Taxation
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Our transfer pricing (TP) counsel has worked in leading consulting firms and the Tax department of a major multinational enterprise. He advises his clients on a customized TP policy. He provides cutting-edge support on operational transfer pricing as well as TP documentation.

His expertise in TP converges from industry experience and academic research for an optimal, enhanced solution to clients.

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Pierre worked in law firms in Paris and held various roles with increasing responsibilities as in-house legal counsel in international companies, including General Counsel of the STMicroelectronics NV group. Since 2015, Pierre has represented his clients with his own law firm Dixys Avocats.

 


Dixys Avocats and Holistik – wealth planning cooperate in various client files thanks to their complementary skills and maintain their independence.

Read More

Our specialist has an in-depth knowledge in international trade and finance, blockchain technology and digital asset management. With experience spanning 3 continents, he has worked with governments, international oganisations, trading companies, and charity association. His current work explores the role of blockchain technology in optimising international trade procedures particularly in developing countries.

Read More

Our transfer pricing (TP) counsel has worked in leading consulting firms and the Tax department of a major multinational enterprise. He advises his clients on a customized TP policy. He provides cutting-edge support on operational transfer pricing, as well as, TP documentation.

His expertise in TP converges from industry experience and academic research, which allows us to provide an enhanced solution to his clients.


NEWS

Think holistically

We believe in tradition and innovation, authenticity and passion.


Sustainability & Blockchain

Guided by passion
Focus on the real economy: innovative social enterprises and Impact Investing.

Trang Fernandez-Leenknecht’s experiences and family history have led her to become a passionate advocate for positive change for better businesses and family goals. Trang brings about responsible and innovative solutions and help redefine purposes, on the one hand, and foster the UN SDGs 2030, sustainable and ESG investing, on the other hand. She regularly shares her views and raises awareness on social entreprises, gender diversity, and impact investing at various conferences and in the media.

Holistik assists private and institutional clients in legal, tax and regulatory requirements, in particular Swiss laws and international policies (European Action Plan “Financing Sustainable Growth”).

Holistik holds high value advisory that incorporates sustainable wealth and business management. To support you in addressing these issues, Holistik combines the vast resources of the Impact Community and brings you the services of a responsive boutique.

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INNOVATION & BLOCKCHAIN
Focus on tomorrow: understand concepts and change of paradigms

As an innovation enthusiast, Trang is active in the startup ecosphere and supports high impact enterprises at a global accelerator based in Boston (USA), Mexico, Israel, and Switzerland as a mentor and a judge.

Impact by numbers : +54 countries, +140,000 jobs, +USD $5B funding raised, first unicorn valued at USD $1B in 2017, 87% companies still active or acquired.

In the era of Artificial Intelligence, Internet of Things and Blockchain Technology, the financial, social and tax ecosystems are expected to undergo a revolutionary development. Benefits are expected to help reduce the number of intermediaries, improving transparency and increasing security in policy and transactions, in particular in the financial, humanitarian and philanthropic sectors.

Holistik assists and reviews tax and regulations in blockchain-related solutions, with an approach to sustainable innovation in products and services.

Holistik is recognized as the 100 innovative and inspiring company by the HUB Entrepreneurship and Innovation of the University of Lausanne (Switzerland).

INNOVATION & BLOCKCHAIN
Focus on tomorrow: understand concepts and change of paradigm in digital assets

An innovation enthusiast, Trang is active in the startup ecosphere and supports high impact enterprises at a global accelerator based in Boston (USA), Mexico, Israel, and Switzerland as a mentor and a judge.

Impact by numbers : +54 countries, +140,000 jobs, +US$ 5B funding raised, first unicorn valued at US$ 1B in 2017, 87% companies still active or acquired.

In the era of Artificial Intelligence, Machine Learning and Blockchain Technology, the financial, social and tax ecosystems are expected to undergo a revolutionary development. Benefits are expected to help to reduce the number of intermediaries, improving transparency and increasing security in policy and transactions. There is a growing interest  from the financial, humanitarian and philanthropic sectors in the Blockchain technology as a panacea to many obstacles in the financial, aid and charity industries.

Holistik assists, reviews, shares knowledge, solutions and networks. We are engaged in planning and guiding of clients with interest in procurement, management and security of digital assets on the blockchain such as Bitcoin.

CONTACT

We Are Here
Please Feel Free To Ask

Geneva office :
Rue du Collège 22
1227 Carouge (Switzerland)

Zurich office :
Trust Square
Rennweg 57
8001 Zurich (Switzerland)

Phone : +41 79 630 50 75

Email : info(at)holistik-wp.ch